Most software companies report remaining performance obligation, which is a nuanced backlog indicator to appreciate. But is it predictive? By Benjamin…
Non-cash employee payments are added back to operating income to showcase profitability - why is that? By Benjamin Tan
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Investors want to see real earnings, not projected or adjusted profits. And definitely not losses anymore. By Benjamin Tan
Heightened skepticism amid declining macro outlook is compounding the free fall of next-generation companies in the stock market. By Benjamin Tan
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But they can be volatile and promiscuous too. By Benjamin Tan
Q3 2022 performance reaffirmed multi-year demand outlook with a bold statement from Elon Musk on the future value of Tesla. By Benjamin Tan
From Day 1, Netflix has been written off, even by the wife of its co-founder. By Benjamin Tan
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Perhaps it is time to stop reading macro tea leaves? By Benjamin Tan
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Two-Sided Marketplace and Podcasting remain key to future growth (and profits). By Benjamin Tan
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Create Solutions thrived but Operate Solutions was hit by weaker ad revenues. By Benjamin Tan
Dreamforce kicks off today, as the SaaS pioneer weathers the current tech rout and macro upheavals. By Benjamin Tan.
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Swipe right, or have things come un-Hinged for Match Group? By Benjamin Tan